+88.8%
APA vs HIG
+5.1%
+83.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.3% |
| 7D | +0.5% | +0.3% | +0.2% | +0.6% |
| 30D | +23.4% | -3.2% | +26.6% | +23.0% |
| 3M | +12.7% | +9.1% | +3.5% | +14.5% |
| 6M | +39.4% | -1.8% | +41.2% | +40.8% |
| YTD | +79.0% | +1.8% | +77.2% | +79.9% |
| 1Y | +88.8% | +4.6% | +84.3% | +91.4% |
| All | +88.8% | +5.1% | +83.8% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling